Fpa New Income Fund-InstFPNIX
13F holders, Q1 2025 (March 31)2holders
1new positions
1sold out
$9.93avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Fpa New Income Fund-Inst (FPNIX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($4.6M) and Hurley Capital, LLC ($19K).
- Company
- Fpa New Income Fund-Inst
- CUSIP
- 30254T643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $19K |
| Exits | 1 | $3K |
All 13F filers, Q4 2024 → Q1 2025: 13,087 shares bought and 291 shares sold, net +12,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.19% | Add +2.5% | 467,504 | $4.6M |
| Hurley Capital, LLC | 0.01% | New | 1,883 | $19K |
"% of holder's portfolio" is FPNIX's weight in each manager's 13F, not the share of Fpa New Income Fund-Inst the manager owns.